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Article

Lump Sum Investing vs. Dollar Cost Averaging: Which Is Right for You?

Both are valid strategies. But depending on your financial goals, risk tolerance and current market conditions, one may serve you better than the...

Article

How Can You Avoid Early Withdrawal Penalties?

Let’s walk through when early withdrawals might make sense and what options you might have to avoid penalties.

Article

Estate Planning Documents Everyone Needs

Whether your goals are simple or complex, here are the essential components of a well-rounded estate plan.

Article

Investing After 50: What to Do Now

Here’s what you need to know about investing after 50 to stay on track and in control.

Guide

Countdown to Retirement: A 5-Year Financial Checklist

If you’re within five years of retirement, now’s the time to get serious. Our free guide walks you through the critical financial steps to take –...

Download the Guide

Article

Give Money Now or Later? Why More Retirees Are Sharing While They're Still Here

It’s about timing, connection and getting to witness the ripple effect of your wealth while you’re still here to enjoy it.

Article

Annuities: A Retirement Income Tool Worth Considering – or Skipping?

Annuities can be complex, expensive and an inefficient way to manage your hard-earned retirement savings.

Article

Hidden Retirement Gem? How an HSA Can Be a Key Long-Term Asset

Let’s talk about what an HSA really is and how to think strategically about using an HSA as part of your long-term financial plan.

Article

The Simple Financial Task That Could Save Your Family Time and Money

Protecting what you’ve built is important – and one of the simplest ways to do that is by keeping your beneficiary designations and key financial...

Article

Timing Is Everything: What to Know Before You Claim Social Security

It’s hard to overstate the importance of Social Security for retirement. In fact, most retirees rely on it far more than they anticipated.

Article

Advance Capital Advisors Named to Forbes 2025 List

We’re proud to announce that four Advance Capital Management financial advisors have been named to the 2025 Forbes Best-in-State Wealth Advisors list.

Article

Q1 2025 Market Update: Tariffs Raise Uncertainty

Capital markets have become more volatile as investors attempt to ascertain the impact on corporate profits, consumer spending and economic growth.

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Retirement & Financial Planning Learning Center

Lump Sum Investing vs. Dollar Cost Averaging: Which Is Right for You?

How Can You Avoid Early Withdrawal Penalties?

Estate Planning Documents Everyone Needs

Investing After 50: What to Do Now

Countdown to Retirement: A 5-Year Financial Checklist

Give Money Now or Later? Why More Retirees Are Sharing While They're Still Here

Annuities: A Retirement Income Tool Worth Considering – or Skipping?

Hidden Retirement Gem? How an HSA Can Be a Key Long-Term Asset

The Simple Financial Task That Could Save Your Family Time and Money

Timing Is Everything: What to Know Before You Claim Social Security

Advance Capital Advisors Named to Forbes 2025 List

Q1 2025 Market Update: Tariffs Raise Uncertainty

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